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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,324 | $175,212-81.0% | $149,682-77.7% | $139,427-76.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 23.15% | 166.63%-143.5pp | 134.35%-111.2pp | 373.27%-350.1pp |
| Employer contribution / active EE | $827 | $5,475-84.9% | $4,818-82.8% | $4,752-82.6% |
| Participant deferral / active EE | $1,895 | $6,520-70.9% | $5,681-66.6% | $6,711-71.8% |
| Admin fee / account holder | $117 | $16,150-99.3% | $13,210-99.1% | $11,404-99.0% |